Skip to content

1 or 2 credits, some free · 1 credit is about $1

pocketshelf

Client Pipeline Tracker Spreadsheet

A sales pipeline tracker for a consulting practice: a Dashboard with 3 charts, Deals and Activities. XLSX with a blank copy.

ForFreelancers

Dashboard tab: Open value $38,220, Weighted value $12,138, Win rate 57.1%, Days to close 15 days; doughnut chart of Pipeline value by stage ($); bar chart of Value by stage, in stage order ($);...Deals tab: columns Deal, Client, Stage, Value ($), Created, Closed, Win chance (auto), Weighted (auto) ($), Days to close (auto), Close month (auto), Close year (auto); 15 sample rows.Settings tab: Currency symbol, Symbol position, Start month, Year and more.Activities tab: columns Date, Deal, What happened, Next action due, Status (auto); 14 sample rows.

DashboardPreviews of the Dashboard, Deals, Settings and Activities tabs with sample data, drawn from the file. Fonts and chart styling can differ in Excel, Numbers and Google Sheets.

View full size (opens image)

What's inside

Format
XLSX, CSV
Contents
5 tabs · 3 charts
Version
1.1 · Updated 7 Oct 2026
Licence
Commercial What this means
Checked
Checked before it ships
  • client-pipeline-tracker-spreadsheet.xlsxXLSX · 81 KB
  • client-pipeline-tracker-spreadsheet-blank.xlsxXLSX · 79 KB
  • client-pipeline-tracker-spreadsheet.csvCSV · 2 KB
  • LICENSE.txtadded to every download

About this item

A sales pipeline tracker for a consulting practice. It has 5 tabs: Start Here, Dashboard, Deals, Activities, Settings. The Dashboard with 3 charts shows your open pipeline value ($38,220 in the sample data), the weighted value using each stage's win chance, your win rate and the average days to close, with the pipeline shown stage by stage as a doughnut and a bar chart in stage order, and won value by month. Pick a stage on each deal and the win chance and weighted value follow. Activities keeps the next action for each deal and says Due in 3 days or Overdue in words. Settings holds your stages and their win chance. You get two files: one with sample data so you can see it working, and a blank copy with the same formulas. Nothing is password-locked. Made for Excel (XLSX).

Reviews

No reviews yet.

You might also grab